How to Send Positional Data from Morningstar Office to Redtail CRM

In addition to viewing Morningstar reports within Redtail CRM, Office subscribers who also subscribe to Redtail CRM can send positional data from Morningstar Office to Redtail providing a comprehensive view of client information through the Redtail CRM package. The Redtail integration with Morningstar Office requires users to first activate the Redtail positional data from within Morningstar Office.

To enable the Redtail integration positional data push into Redtail CRM, do the following:

From the Home tab in Office, go to Settings, Integrations, and then click on the Integrations Settings link.
From the Integrated Services area of the Self Service Access Codes page, click the Transfer Positional Data to Redtail button. The Redtail Accounts dialog box opens.

Note: Once the authentication process completes, the Transfer Positional Data to Redtail button changes to Terminate Positional Data Transfer. When clicked, the data push option is turned off immediately and the button reverts to the original Transfer Positional Data to Redtail. You may reconnect at any time.

Enter your Redtail CRM Username and Password.

Click Authenticate.

Credentials entered for verification are not stored by Morningstar; all communications are SSL secured throughout the process.

Morningstar Office will communicate with Redtail CRM to retrieve your Redtail UserKey, which is unique to you on the Redtail system. Morningstar office requests information with the UserKey for all subsequent requests, so changing your Redtail password does not require an update of the Morningstar Office information.

If you have previously completed the "pull Redtail contact information" workflow, Morningstar has retreived your Redtail UserKey and will not request your Redtail credentials again.

Upon verification of your credentials, Morningstar will notify you of a successful authentication and the process is complete.
Click Continue.